CIBC Private Wealth Group, LLC - NOVARTIS A G ownership

NOVARTIS A G's ticker is NVS and the CUSIP is 66987V109. A total of 1,170 filers reported holding NOVARTIS A G in Q4 2020. The put-call ratio across all filers is 0.44 and the average weighting 0.4%.

Quarter-by-quarter ownership
CIBC Private Wealth Group, LLC ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$49,406,647
-49.2%
485,044
-49.7%
0.12%
+10.4%
Q2 2023$97,338,782
-55.7%
964,610
+14.8%
0.11%
-56.4%
Q1 2023$219,689,414
+769.2%
840,398
+104.1%
0.24%
+185.9%
Q4 2022$25,273,524
-21.0%
411,676
-2.2%
0.08%
-1.2%
Q3 2022$31,995,000
-10.5%
420,938
-0.4%
0.09%
-7.5%
Q2 2022$35,741,000
+5.2%
422,833
+9.2%
0.09%
+25.7%
Q1 2022$33,987,000
+5.7%
387,311
+5.4%
0.07%
+10.4%
Q4 2021$32,145,000
+7.4%
367,484
+0.4%
0.07%
-4.3%
Q3 2021$29,938,000
-9.2%
366,081
+1.4%
0.07%
-7.9%
Q2 2021$32,954,000
+10.1%
361,185
+3.1%
0.08%
+1.3%
Q1 2021$29,943,000
-9.0%
350,299
+0.6%
0.08%
-13.8%
Q4 2020$32,893,000
+32.3%
348,337
+21.9%
0.09%
+14.5%
Q3 2020$24,854,000
+62.1%
285,835
+62.8%
0.08%
+1.3%
Q2 2020$15,337,000
-27.8%
175,598
-31.8%
0.08%
-17.6%
Q1 2020$21,237,000
-7.4%
257,566
+6.3%
0.09%
+21.3%
Q4 2019$22,943,000
+14.0%
242,310
+4.6%
0.08%
+5.6%
Q3 2019$20,129,000
+2.7%
231,629
+8.0%
0.07%
+2.9%
Q2 2019$19,592,000
-6.3%
214,562
-1.3%
0.07%
-14.8%
Q1 2019$20,904,000
+27.1%
217,438
+13.5%
0.08%
+11.0%
Q4 2018$16,442,000
+8.8%
191,593
+9.2%
0.07%
+28.1%
Q3 2018$15,111,000
+58.6%
175,383
+39.0%
0.06%
+46.2%
Q2 2018$9,527,000
+4.2%
126,131
+11.5%
0.04%
-2.5%
Q1 2018$9,147,000
+9.1%
113,139
+13.4%
0.04%
+11.1%
Q4 2017$8,381,000
+34.8%
99,811
+37.8%
0.04%
+28.6%
Q3 2017$6,218,000
+58.5%
72,427
+54.2%
0.03%
+12.0%
Q2 2017$3,922,000
+13.6%
46,975
+1.1%
0.02%
+13.6%
Q1 2017$3,451,000
-1.7%
46,468
-3.6%
0.02%
-4.3%
Q4 2016$3,511,000
-14.9%
48,204
-7.7%
0.02%
-20.7%
Q3 2016$4,125,000
-1.2%
52,235
+3.2%
0.03%
-3.3%
Q2 2016$4,176,000
+12.9%
50,623
-0.9%
0.03%
+3.4%
Q1 2016$3,699,000
-16.2%
51,058
-0.5%
0.03%
-17.1%
Q4 2015$4,413,000
-5.8%
51,298
+0.7%
0.04%
-10.3%
Q3 2015$4,683,000
+5.7%
50,962
+13.1%
0.04%
+21.9%
Q2 2015$4,432,000
-0.2%
45,065
+0.1%
0.03%
-3.0%
Q1 2015$4,442,000
+4.6%
45,028
-1.7%
0.03%
+3.1%
Q4 2014$4,246,000
-0.8%
45,827
+0.8%
0.03%
-5.9%
Q3 2014$4,279,000
-1.2%
45,458
-5.0%
0.03%
-2.9%
Q2 2014$4,331,000
-9.7%
47,836
-15.6%
0.04%
-14.6%
Q1 2014$4,795,00056,7010.04%
Other shareholders
NOVARTIS A G shareholders Q4 2020
NameSharesValueWeighting ↓
Newman Dignan & Sheerar, Inc. 3,739$353,074,00056.77%
Susquehanna International Securities, Ltd. 118,837$11,222,0008.15%
MANAGED ASSET PORTFOLIOS, LLC 336,762$31,800,0005.59%
Martin Investment Management, LLC 169,019$15,960,0005.10%
SCHARF INVESTMENTS, LLC 1,197,539$113,083,0004.26%
GARLAND CAPITAL MANAGEMENT INC 50,705$4,788,0004.06%
Mawer Investment Management Ltd. 6,625,594$625,655,0003.69%
SPHERA FUNDS MANAGEMENT LTD. 429,000$40,510,0003.60%
First Fiduciary Investment Counsel, Inc. 196,693$18,574,0003.48%
PROFESSIONAL ADVISORY SERVICES INC 227,971$21,527,0003.46%
View complete list of NOVARTIS A G shareholders